Client Relationship Executive - Wealth Management - London

Job Title: Client Relationship Executive - Wealth Management - London
Contract Type: Permanent
Location: London, England
Salary: £30000 - £33000.00 per annum
Start Date: ASAP
Reference: BBBH19124_1532103325
Contact Name: Charles Bodunrin
Contact Email:
Job Published: July 20, 2018 17:15

Job Description

Twenty Financial Services are working with a London based Wealth Management that are looking for a Client Services Executive to join a growing team.


  • Maintenance of a good working relationship with the other global offices, ensuring that open communication is kept at all times and that information is shared
  • Communicating with external third parties in order to obtain and/or share information required to complete all above-mentioned duties. This will include regular contact with banks, solicitors and agents
  • Supporting the Client Relationship Manager and/or Board Member in a range of duties, as requested on a day-to-day basis
  • Opening and management of bank accounts with international banking institutions, including the preparation of bank transfers for international payments relating to client transactions, statements requests, SWIFT requests, internet banking, and other bank account management duties


  • At least 1 years' experience working in a client service role
  • Experience of working in an international and fast paced environment
  • Excellent attention to detail and ability to work under pressure on multiple projects to meet deadlines
  • Ability to maintain client confidentiality and handle very sensitive information
  • Good interpersonal skills, with the ability to form lasting relationships with clients and colleagues
  • Excellent MS Office skills to include Word, PowerPoint and Excel
  • Minimum 2:1 university degree or a professional equivalent is desirable